FORTE ADVISORY SERVICES,LLC

FORTE ADVISORY SERVICES,LLC of VICTOR, NY is an SEC-registered investment adviser (CRD 317854). Regulatory assets under management: $50.6M.

Registration

• CRD: 317854
• SEC file number: 801-129483
• Type: Registered investment adviser
• Location: 600 FISHERS STATION DRIVE, VICTOR, NY, 14564
• Phone: (585) 204-0001
• Latest filing: 2026-03-23
• Regulatory AUM: $50.6M
• Discretionary AUM: $50.6M
• Clients: 1
• Accounts: 96

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317854 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search